周五，GLP-1类药物领域的领头羊礼来和诺和诺德的股价受此影响分别下跌了4.93%和3.4%。当前，这两家公司正在推动扩大药物的保险覆盖范围，并研究药物如何实现减肥以外的益处，如治疗心血管疾病和睡眠呼吸暂停。Kennedy, known as the "anti-vaccine pioneer," strongly opposes GLP-1 drugs, believing they are the wrong approach to addressing the obesity crisis. On Friday, the stock prices of the "weight loss giants" eli lilly and co and novo-nordisk a/s fell by 4.93% and 3.4%, respectively, and other companies dedicated to developing weight loss drugs also suffered heavy losses.
Since Trump nominated Robert F. Kennedy Jr. as the Secretary of Health and Human Services (HHS) for the usa, the pharmaceutical market in the usa has experienced significant fluctuations, with pharmaceutical stocks dropping sharply.
On November 16, according to previous reports from Wall Street, Kennedy, known as a "vaccine skeptic," has publicly questioned the experimental mRNA vaccines and challenged the bureaucratic mechanisms of the vaccine industry regulations. He also strongly opposes GLP-1 medications (used for weight loss and diabetes management), believing that these drugs are the wrong approach to solving the obesity crisis, advocating for healthy eating instead, claiming that "it's much cheaper than spending thousands of dollars on medications."
On Friday, the leading companies in the GLP-1 drug field, eli lilly and co and novo-nordisk a/s, saw their stocks decline by 4.93% and 3.4%, respectively. Currently, both companies are working to expand the insurance coverage for their drugs and researching how the medications can provide benefits beyond weight loss, such as treating cardiovascular diseases and sleep apnea.
It is worth noting that Kennedy himself does not have a degree or formal qualifications in the health field, but he takes medical care and what he perceives as the "flaws in the American system" as the cornerstone of his presidential campaign, attributing the increase in chronic diseases to unhealthy foods, unnecessary medications (including certain vaccines), and fluoridated water.
His stance has had a direct impact on the pharmaceutical market. In addition to the "weight loss giants," stocks of other companies focused on developing weight loss medications have also suffered significant blows, with viking therapeutics' stocks falling by 7.45%, despite the company exceeding expectations in the phase one trial results of its oral weight loss drug released in early November.
Amgen's stocks fell by 4.16%, as the company is developing an experimental drug named MariTide, stating that it expects to provide data from the phase two trial later this year.
The stocks of Structure Therapeutics dropped by 9.34%. The company expects to start the second phase trial of its oral GLP-1 drug GSBR-1290 this quarter.
The stocks of scholar rock dropped by 3.67%, as the company is developing two drugs, apitegromab and SRK-439, aimed at reducing muscle loss during rapid weight loss.
Additionally, stocks of Zealand Pharma dropped by 10.11%, as the company is developing an experimental drug named petrelintide, a long-acting amylin analog that has been shown to increase satiety and may have fewer gastrointestinal side effects than GLP-1 class drugs.
The stocks of Terns Pharmaceuticals dropped by 5.8%, as the company is also developing an oral weight-loss drug and announced that the first phase trial achieved statistically significant weight loss results.
